Jonathan Waligora is a financial advisor with Morgan Stanley in Baltimore, MD, holding a Series 66 designation and 15 years of industry experience. He has been associated with Morgan Stanley Smith Barney since 2010 and joined Morgan Stanley Private Bank, N.A. in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Wylan Jensen is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at Harborside Group and has experience in diverse fields including hospitality and retail. He was also involved with Great Frogs Winery and Papa Johns. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors, including registered investment companies, and employs systematic methodologies and long-term asset allocation benchmarks.

Jeffrey Fountain is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for 19 years. Outside of his advisory role, he is a co-owner of Retirement Plan Solutions, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by technology and a large network of advisors.

Megan Avery is a financial advisor with LPL Financial, holding a Series 66 license and bringing 25 years of industry experience. Her prior roles include positions at Woodbury Financial Services and Questar Asset Management. Outside of her advisory work, she owns and operates Anarchy Designs, an interior design business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Sean Hagerty is a financial advisor with UBS Financial Services in Baltimore, MD, holding a Series 66 designation and bringing 26 years of industry experience. He has been with UBS since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Frank Chiovaro is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Morgan Stanley and its Private Bank division since 2016. Prior to that, he worked at Eagle Strategies (New York Life) from 2010 to 2016. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through employer agreements.

Rocco Lattanzi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked for M&T Securities from 2007 to 2021 before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad non-advisory financial services platform.

Joseph Pandullo is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. He is based in Baltimore, MD. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers a variety of advisory programs and financial planning services that utilize structured processes and firm-approved tools.

Austin Smith is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and eight years of industry experience. He has been with Cambridge Investment Research, Inc. and The Legacy Group, Inc. since 2017. Outside of his advisory role, he works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi‑billion dollar asset base and offers both discretionary and non‑discretionary management across multiple platforms and custodians.

Duray Taylor is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2021, following seven years at UBS Financial Services Inc. before that. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Stauffer III is a financial advisor at Stifel with 23 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co. since 2014. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses that support client decision-making.

Knoll Axt is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 28 years of industry experience. His career includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker, Incorporated. He is based in Baltimore, MD. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

David Muela is a CFP® with 27 years of industry experience, currently serving at Cambridge Investment Research Advisors. His prior roles include long tenures at Equitable Advisors and Axa Advisors, as well as experience with Mony Securities Corporation. Outside of his advisory work, he is an author for Integrated Capital Management Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of financial professionals. The firm supports both discretionary and non-discretionary management across multiple platforms and custodians, featuring proprietary and third-party investment strategies.

Benjamin Mohan is a financial advisor at Morgan Stanley with Series 66 credentials and experience beginning in 2023. Prior to joining Morgan Stanley in 2024, he worked at Rockefeller Capital Management and has an academic background including roles at Bucknell University and Sewickley Academy. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm‑approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Jonathan Saxon is a financial advisor with Edelman Financial Engines in Towson, MD. He holds a Series 66 designation and has 22 years of industry experience. He has worked with Edelman Financial Engines and its predecessor entities since 2010. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

Craig Monahan is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles outside the financial sector and graduate studies at the University of Oklahoma. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Susan Van Metre is a financial advisor with Ameriprise in Baltimore, MD, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service targeting individuals with at least $1,000,000 in net investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary recommendations, with an emphasis on assets held in Ameriprise Managed Accounts and a process supported by algorithmic automation and oversight committees.

Craig Schubert is a financial advisor at LPL Enterprise with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he is a mortgage originator with Rocket Mortgage. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Ian Weisser is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Lincoln Financial Advisors, Penn Mutual Life Insurance Co, Hornor Townsend & Kent Inc, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is the owner and agent of Weisser Financial Inc., where he offers fixed annuities and traditional life insurance. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, providing brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supported by various investment programs and third-party manager options.

Jaimie Corcoran is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Enterprise. Prior to joining LPL Enterprise, Corcoran held roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Morgan Stanley in both private banking and wealth management capacities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm employs a predominantly model-driven investment approach, offering access to third-party asset managers and a variety of financial planning and consulting services.